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Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) - Regular Monthly Dividend

Sundaram · Banking & PSU
Moderate
₹11.14
Current NAV
17 Mar 2017
16.7%
1Y Return
17.7%
3Y CAGR
17.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.37).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.87).
  • Very large asset base (AUM: ₹19,920 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.27%) which can affect compounding over long horizons.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.37
Sharpe Ratio
0.67
Beta
6.87
Alpha
1.88
Sortino
Fund Details
Fund House Sundaram
Category Banking & PSU
AUM ₹19920 Cr
Expense Ratio 2.27%
Min SIP ₹500
Min Lumpsum ₹1000
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